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Legal Name/Tax ID Update
Legal Name/Tax ID Update

Learn how to Update your Legal Name or Tax ID in the Merchant Portal.

Shaney Thrasher avatar
Written by Shaney Thrasher
Updated over a week ago

Before you begin, ensure that you have the following information available:

  • The New Legal Name

  • The New Tax ID

  • One of the following, to verify your new information:

    • W9 form

    • SS-4 IRS issuance letter

    • 147C EIN Verification Letter

    • Most recent tax return

  • Current Tax ID associated with the merchant account

  • The last 4 digits of the account owner’s Social Security Number

  • The Merchant Account Owner's Legal Name

The Legal/Tax ID ticket

  1. Login to your Merchant Portal, then navigate to the "Support" tab and click Create Ticket.

    image-20220913-193538.png

  2. If you have multiple merchant locations, you can open a ticket for a specific location by choosing the site from the Location dropdown

    image-20220913-193616.png

  3. Select the purpose of the ticket from the Reason dropdown. To request a legal business name or tax ID change, select the Legal/Tax ID ticket reason.

    image-20220913-193737.png

  4. Enter the required information in the requested fields. Please be sure to attach one of the following, to verify your new information:

    • W9 form

    • SS-4 IRS issuance letter

    • 147C EIN Verification Letter

    • Most recent tax return

    image-20220914-141902.png

  5. When finished, click Save to submit the ticket.

image-20220914-141924.png

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